Our firm has been building and iterating on the next phase of client experience 👨‍💻 and we're excited to share the first look at it.

Here's what it feels like what it will do 👀:

Avatars and Life Events

We started plotting out the most common tax strategies 📊 a few years ago.

That evolved with documenting a separate Notion page for each major strategy to help our team recognize and execute that item. Things like, "where to find this," "how to calculate it," and "how to know it works" are all in these separate pages.

This process helped us group these strategies further.

The goal was to remove the variation in tax advice.

When a client is selling a property, they should usually look at these 5 things - what are those things?

The major groups of strategies we found were:

Avatars 👫 - types of common taxpayers (business owners, W2 employees, rich people with trusts and estates)
Life Events 🏡 - types of major life events to plan around (selling a home, buying a business, starting a business)

So like any good accountant, we created a spreadsheet and started tagging these labels.

This lead to secondary and tertiary labels -

Which of these strategies do you do in high income years? Or fluke low income years?
What strategies do you do when you're pre-rich versus real-rich?
Which of these are Structural - needing set-up and foresight?
Which ones are Elections - requiring tight compliance?
Which ones are Timing - to schedule for check-ins?

I don't know man - I just started tagging these strategies and labeling 🤷‍♂️. At some point it felt overwhelming and I had to put it down.

The Navigator Experience

A mental unlock in trying to explain what I thought was data set clusters.

Tax strategies cluster. 🔬 And these clusters are a massive hack to the question we get, "what am I not asking that I should be?"

The result was the first version of what you see above.

Click on each quadrant of where you find yourself and read more about the strategies tagged. Here is what it looks like for a Real Estate Owner / Investor with a healthy balance sheet in a low income year:

Life events are a bit different. The are more transactional, but still come with the same "what does someone do in this situation?"

So we grouped them by business events (selling, buying, starting), real estate (selling, buying), and life (marriage, divorce, kids, death).

Here is what the strategies for buying a business look like, for example:

Some obvious caveats -

These are not exhaustive - these are conversations starters
What you see here may not apply to you for various reasons

Where to From Here?

We're rolling the full interactive version out to our clients next week via our newsletter. This will guide our conversations and tax plans - informing business and real estate owners of options and other strategies that we can explain why or why not they're applicable.

But this will also be available, in some freemium version eventually, to non-clients. We don't want to gate-keep good strategy. Once the freemium interactive site is live, I'll share it here.

We're doing a lot with technology and I'll share more as I can. But for now, I'd love to hear feedback.

🫡